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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,009 | $82,674+116.5% | $125,381+42.8% | $68,486+161.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.07% | -5.97%-11.1pp | 572.31%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $4,393 | $3,382+29.9% | $4,815-8.8% | $2,597+69.2% |
| Participant deferral / active EE | $2,327 | $6,111-61.9% | $7,448-68.8% | $4,028-42.2% |
| Admin fee / account holder | $1,176 | $6,277-81.3% | $10,007-88.2% | $5,404-78.2% |